Savings Calculator

Plan a savings goal: see what regular deposits grow to, or what you need to save each month.

What the Savings Calculator does

Regular saving plus compound interest is the most reliable route to a financial goal. Work forwards to see what your deposits become, or backwards to find the monthly amount a target requires.

Formula

  • Balance = P(1 + r)ⁿ + PMT × ((1 + r)ⁿ − 1) ÷ r
  • Required PMT = (Goal − P(1 + r)ⁿ) × r ÷ ((1 + r)ⁿ − 1)
  • where r = annual interest rate ÷ 12 and n = number of months

Inputs explained

InputUnitRequiredNotes
What do you want to find?one of 2 optionsYes
Starting balanceselected currencyOptionalAccepts 0 or more.
Monthly depositselected currencyIn some modesAccepts more than 0. Shown What do you want to find? is Final balance from my deposits.
Savings goalselected currencyIn some modesAccepts more than 0. Shown What do you want to find? is Deposit needed to hit a goal.
Annual interest rate%Yes
Time periodyearsYesAccepts more than 0, up to 100.
Currencyone of 10 optionsOptional

How to use it

  1. Choose What do you want to find? and Currency.
  2. Enter Annual interest rate and Time period.
  3. Fill in the remaining inputs the form shows for your choice.
  4. Optionally add Starting balance.
  5. Select Calculate.

Worked example

Saving for a $30,000 deposit in 5 years, starting with $5,000 at 4.5%.

Mode
Deposit needed
Starting
5000
Goal
30000
Rate
4.5
Years
5

About $354 a month.

Frequently asked questions

Where should short-term savings sit?

For goals within a few years, a high-yield savings account or term deposit protects the capital. Market investments can fall right when you need the money.

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